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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

73 hedge funds and large institutions have $1.17B invested in Aptus Collared Investment Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$137M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$110M
3
CG
3
Clarus Group
Texas
$32.3M
4
OP
4
ORG Partners
Indiana
$23.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$327M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$3.93M
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
ARC
4
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
– -$1.28M -35,629 Closed
Creative Planning
77
Creative Planning
Kansas
– -$286K -7,940 Closed
AWS
78
Atria Wealth Solutions
New York
– -$257K -7,134 Closed
1 2 3
4